Pivotal CRM Reviews in February 2025: User Ratings, Pros & Cons

"Good software but can be slow"

What do you like best about Pivotal CRM? Ease of use - doesn't take long to figure out how to use it. Nice layout What do you dislike about Pivotal CRM? When you open items, it is very slow. Hard to go through several actions quickly. Doesn't give a preview of past actions - have to open each individually, which can be slow Recommendations to others considering Pivotal CRM: Make the system faster What problems is Pivotal CRM solving and how is that benefiting you? CRM, keeping track of past ...

"Highly customizable CRM, great integration to Outlook where most users live and breath interactions"

What do you like best about Pivotal CRM? Low cost, especially if you have an in-house development team that can perform customizations. Integrates with data feeds well. The integration with Outlook makes it simple for end-users to record interactions like email, meetings, tasks, and allows those users to continue to use the tool they are most familiar with and work in day-to-day - Outlook. What do you dislike about Pivotal CRM? Product enhancements from the vendor (Aptean) are slow. There ...

"Pivotal CRM is good product for companies that already have IT infrastructure."

What do you like best about Pivotal CRM? Administration is easy: security, backing up and restoring data, localization. Native tools to move meta data between systems, nice integration with Crystal Reports, MS Office and SharePoint. Rich searches and forms. Everything is in house. Friendly and easily reachable Tech Support. Provides wide range of industry solutions. What do you dislike about Pivotal CRM? Service packs can break features. Technical documentation lacks coding ...

"I've been implementing Pivotal CRM for 7 years and would recommend it to everyone"

What do you like best about Pivotal CRM? It's the most flexible solution I know, you can achieve a lot without writing code, well integrated with Outlook, supports all mobile platforms What do you dislike about Pivotal CRM? For simple solution can be too complicated Recommendations to others considering Pivotal CRM: If you require maximum flexibility of the solution, easy integration and different types of access to the system - you should seriously consider it